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WisdomTree Floating Rate Treasury Fund
USFR

Overview Fund Activity

507 hedge funds and large institutions have $10.3B invested in WisdomTree Floating Rate Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 213 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
–
Holders Change %
0%
% of All Funds
7.33%
Holding in Top 10
68
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.11%
% of All Funds
0.98%
New
57
Increased
199
Reduced
213
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$980M
2
AAS
Annex Advisory Services
Wisconsin
$177M
3
First Trust Advisors
First Trust Advisors
Illinois
$68.2M
4
MCM
Morton Capital Management
California
$60.2M
5
BW
BIP Wealth
Georgia
$301M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$771M
2
RBA
Richard Bernstein Advisors
New York
$577
3
Ameriprise
Ameriprise
Minnesota
$216M
4
STA
Summit Trail Advisors
New York
$889M
5
SEIA
Signature Estate & Investment Advisors
California
$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
476
Vermillion & White Wealth Management Group
Pennsylvania
$34.9K – – –
PNC Financial Services Group
477
PNC Financial Services Group
Pennsylvania
$34.2K +$34.2K +680 New
GCM
478
Gables Capital Management
Florida
$30.5K – – –
PB
479
Pinnacle Bancorp
Nebraska
$25K +$100 +2 +0.4%
WIM
480
Westside Investment Management
California
$23.6K -$303K -6,037 -93%
C
481
Covestor
United Kingdom
$18K +$1.96K +38 +12%
MSG
482
Main Street Group
Virginia
$17.6K – – –
GM
483
GeoWealth Management
Illinois
$17.3K +$17.3K +345 New
Bank of Montreal
484
Bank of Montreal
Ontario, Canada
$10.8K – – –
BL
485
BFSG LLC
California
$10.4K – – –
PGAM
486
Princeton Global Asset Management
New Jersey
$10K – – –
CFG
487
Copley Financial Group
California
$9.94K +$9.94K +198 New
PCWA
488
Pacific Capital Wealth Advisors
California
$9.79K +$9.79K +195 New
HWP
489
Highline Wealth Partners
California
$9.69K +$151 +3 +2%
SWM
490
Spire Wealth Management
Virginia
$6.89K +$101 +2 +1%
OC
491
Oarsman Capital
Wisconsin
$6.78K +$6.78K +135 New
TPCW
492
TD Private Client Wealth
New York
$6.23K -$1.76K -35 -22%
NFSG
493
Newbridge Financial Services Group
Florida
$5.98K – – –
CAS
494
Coppell Advisory Solutions
Texas
$3.47K -$9.49K -189 -73%
PMFA
495
Plante Moran Financial Advisors
Michigan
$3.42K +$3.42K +68 New
LFA
496
Legend Financial Advisors
Pennsylvania
$2.96K – – –
GEA
497
Glen Eagle Advisors
New Jersey
$2.86K – – –
HWA
498
Heritage Wealth Advisors
Virginia
$2.4K -$9.79K -196 -80%
PA
499
Parallel Advisors
California
$2.21K – – –
HFS
500
Hantz Financial Services
Michigan
$2K +$2K +49 New
18 19
20
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